Overview of the Planning Process

Description
Overview – Topics to be covered:
  • Planning Process and Portability
  • Tax Aspects – Framework
  • Relationship to Client
  • Sensitivity to Conflict
  • Power of Attorney
  • Medical Powers of Attorney
  • Living Wills

Todd Bornstein, Esq., Selzer Gurvitch Rabin Wertheimer & Polott, P.C.
Kristie J. Hall, Esq., Selzer Gurvitch Rabin Wertheimer & Polott, P.C.

 

This On-Demand is also available as part of the Essentials of Maryland Estate and Trust Practice curriculum. This curriculum offers the courses and publications in one package, that would cost hundreds more to purchase separately. Learn more!
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Course Level
TBD
Professional Area of Focus
Estate and Trust Law
Paralegal
Elder Law
General Practice
CLE Field of Study
Continuing Education Legal Credit
2
Instructor(s)
Todd Bornstein
Event Information
When
Available 24/7
Location
Online
Total CLE Credits
2
Format
On-Demand

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Overview of the Planning Process